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Find FCA registered Financial Advisers Near Me in BH21 2


We have found 234 relevant financial adviser firms within 30 miles of BH21 2. Showing page 3 of 16.

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  2. 🏢

    Mathieu Baudry

    FCA reg no.
    994905
    FCA authorised date:
    17/04/23
    Mathieu Baudry is a regulated financial services company in Broadstone, Dorset, providing personalized advice on life, investments, pensions, and retirement. Known for its professional, approachable style and meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Broadstone
  3. 🏢

    Julian Escott Financial Services LTD

    FCA reg no.
    967486
    FCA authorised date:
    13/01/22
    Julian Escott Financial Services Ltd is an FCA-regulated firm providing trusted financial planning and investment advice, with specialisation in pensions retirement and final salary pension transfers in Dorset.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Ferndown
  4. 🏢

    Symes Wealth Management Limited

    FCA reg no.
    610355
    FCA authorised date:
    15/11/13
    Symes Wealth Management, located in Dorset, provides regulated financial planning and advice, specialising in life investments, pensions, and final salary pension transfers. Renowned for their professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Broadstone
  5. 🏢

    Blue Label Wealth Management LTD

    FCA reg no.
    695487
    FCA authorised date:
    15/05/15
    Vision IFP is a trusted financial planning firm in Broadstone, Dorset, specialising in life investments and pensions advice, particularly final salary pension transfers. They prioritise transparency, integrity and personalisation in their service.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Broadstone
  6. 🏢

    Suitable Money Advice LTD

    FCA reg no.
    811115
    FCA authorised date:
    08/06/18
    Suitable Money Advice Ltd, based in Dorset, is an FCA-regulated financial planning firm known for providing strategic, tailored advice on life and investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Poole
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  8. 🏢

    DREAM CASA MORTGAGE CONSULTANCY LTD

    FCA reg no.
    1003136
    FCA authorised date:
    20/05/24
    Dream Casa Mortgage Consultancy LTD is a Poole-based firm specializing in life investments, pensions retirement advice, and financial planning. They offer professional, personalized financial guidance trusted by residents throughout Dorset.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧3.7 Miles
    4. 📍Poole
  9. 🏢

    BAKER DAVIES LTD

    FCA reg no.
    188992
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Baker Davies Limited is a premier financial services firm in Poole, Dorset, specializing in life investments, retirement advice, and personalized financial planning. Known for its trustworthy expertise and client-focused approach.
    1. ✔5 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Poole
  10. 🏢

    DOLPHIN WEALTH MANAGEMENT LIMITED

    FCA reg no.
    488273
    FCA authorised date:
    07/10/08
    Dolphin Wealth Management Limited is a FCA-regulated firm in Broadstone, Dorset, offering expert financial planning and regulated advice. Known for focus on clients, they guide individuals through life investment, pensions, retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Broadstone
  11. 🏢

    Walker Wealth Management Limited

    FCA reg no.
    624789
    FCA authorised date:
    03/06/14
    Walker Wealth Management Limited offers expert regulated financial services throughout the UK, specialising in life investments, retirement planning and final salary pension transfers. They provide tailored pension advice and strategic investment plans.
    1. ✔5 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Poole
  12. 🏢

    Main Financial Solutions

    FCA reg no.
    476460
    FCA authorised date:
    12/12/07
    Main Financial Solutions, located in Bournemouth, offers professional yet approachable financial services including life investments, pensions advice, and comprehensive financial planning. Respected for their client-focused, regulated advice, they provide dependable financial guidance for every need... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Bournemouth
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  14. 🏢

    Rockwealth Poole LTD

    FCA reg no.
    1045021
    FCA authorised date:
    27/11/25
    Rockwealth Poole Ltd, a trusted financial firm in Cheltenham, offers personalised, FCA-regulated financial planning services including life investments, pensions retirement planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Poole
  15. 🏢

    Peter Hillman

    FCA reg no.
    976855
    FCA authorised date:
    01/02/23
    Peter Hillman is an FCA-regulated financial services firm in Poole, Dorset, offering tailored solutions such as insurance, investments and personal financial planning, prioritizing client needs for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Dorset
  16. 🏢

    Sierra Asset Management Limited

    FCA reg no.
    794323
    FCA authorised date:
    04/04/18
    Sierra Asset Management Limited, based in Christchurch, Dorset, offers expert financial planning advice, specializing in life and investments, as well as pensions and retirement. Regulated by the FCA, they assure reliable, tailored services.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Christchurch
  17. 🏢

    Ben James

    FCA reg no.
    927852
    FCA authorised date:
    15/06/20
    Ben James is a Bournemouth-based, FCA-regulated financial institution offering a range of services including insurance, investments and financial planning. Known for approachability and insightful advice, they prioritize client needs.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Bournemouth
  18. 🏢

    CORPORATE SOLUTIONS (POOLE) LTD

    FCA reg no.
    741551
    FCA authorised date:
    06/07/16
    Corporate Solutions (Poole) Ltd is a prominent financial firm in Wimborne, Dorset. They offer expert advice on life and investments, pension retirement, and strategic financial planning under FCA registration number 741551.
    1. ✔1 Financial Adviser
    2. ✔10 Mortgage Brokers
    3. 🪧5 Miles
    4. 📍Wimborne
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